PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. CHIPTON-ROSS
All providers

CHIPTON-ROSS

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5Rank #2252 of mapped providers
Assets under administration$69.2B0.1%Market share · rank #210
Fees received$335,090Median $61,383/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CHIPTON-ROSS plan look like?
Service mix · median fees per plan
Count of plans where CHIPTON-ROSS ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Plan Administrator; Participant communication; Copying and duplicating; Employee (plan); Contract Administrator; Direct payment from the plan; LegalCode 13
5$61,383
Competitor overlap
Percent of CHIPTON-ROSS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CHIPTON-ROSS.
SponsorFromAssets
Plans lost in 2024
Appeared last year under CHIPTON-ROSS; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011
$39.5B153,905$113,03510y-
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030
$18.8B104,566$142,71010y-
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007
$8.4B60,528$61,38310y-
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041
$2.1B20,435$12,58510y-
NORTHROP GRUMMAN CORPORATIONVA · 800640649-010
$488M2,832$5,3773y-
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline

Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.

Aliases resolved (3)
Raw Schedule C names collapsed into CHIPTON-ROSS.
  • CHIPTON-ROSS
  • CHIPTON-ROSS INC
  • CHIPTON-ROSS INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CHIPTON-ROSS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with CHIPTON-ROSS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica